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v0.1
ISN.SW$180.40+1.12%
Fair $180.40+0.0%

ISN.SW

Intershop Holding AG

Real Estate / Real Estate ServicesSwissCH

$180.40

+2.00 (+1.12%)

Fairly Valued+0.0%Fair Value $180.40Fund rank 31/100 · Data gapFallback financials|
SA 64/B
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 58.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

64/100

B

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · ISN.SWLocal privado en este navegador · Intershop Holding AG
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.7B

P/E

7.8x

↓

EV/EBITDA

7.4x

↓

ROE

19.4%

↑

Gross Margin

92.1%

↑

Debt/Equity

0.45

↓
52-Week Range$180
$135$182

TradingView lightweight chart

ISN.SW price, volumen y niveles de valoración

Último $180.40Periodo +351.0%
Fair value: $180.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-20.2%

FCF CAGR

+115.3%

FCF margin

40.9%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $115.9M · net income $212.8M · FCF $47.4M

2022-FY → 2025-FY

Gross margin

92.1%+3.8% pts

Operating margin

81.8%-2.9% pts

Net margin

183.6%+119.8% pts

FCF margin

40.9%+38.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$115.9M$115.9M$105.4M$168.1M$228.2M
Net Income$212.8M$212.8M$117.5M$82.5M$145.5M
EBITDA$283.5M$283.5M$146.5M$105.5M$191.9M
EPS23.0923.0912.748.9515.64
Gross Margin92.1%92.1%91.8%61.5%88.3%
Operating Margin81.8%81.8%82.0%55.4%84.7%
Net Margin183.6%183.6%111.4%49.1%63.8%
Balance Sheet
Debt/Equity0.450.450.560.440.45
Current Ratio0.470.47———
Cash Flow
Free Cash Flow$47.4M$47.4M$30.3M$81.1M$4.8M
Returns
ROE19.4%19.4%12.6%9.5%16.6%
Valuation
P/E7.817.8110.0813.457.75
EV/EBITDA7.437.4311.5013.977.66
P/B1.521.521.271.281.28
Growth & Yield
Revenue Growth10.0%10.0%-37.3%-26.3%—
EPS Growth81.2%81.2%42.3%-42.8%—
Dividend Yield3.3%3.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-11.5%

fácil

EPS terminal req.

$16.01

Spread vs growth

92.7%

5Y implied EPS CAGR

-3.5%

fácil

EPS terminal req.

$19.37

Spread vs growth

84.7%

10Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$31.19

Spread vs growth

78.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +35.6%

Total return

+35.6%

Start / end P/E

10.7x → 7.8x

EPS bridge

12.74 → 23.09

Residual

-22.0%

EPS growth+81.2%
Multiple rerating-27.0%
Dividend+3.3%
Residual / FX / buybacks / cross-term-22.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.